+50.0%
HARD vs VT
+91.4%
-41.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.6% |
| 7D | +3.9% | +0.4% | +3.4% | +3.8% |
| 30D | +13.8% | +1.0% | +12.8% | +13.7% |
| 3M | +1.8% | +2.4% | -0.6% | +1.7% |
| 6M | +1.6% | +12.0% | -10.4% | +0.7% |
| YTD | +15.6% | +15.3% | +0.2% | +13.6% |
| 1Y | +15.2% | +22.6% | -7.4% | +11.5% |
| 3Y | +45.0% | +74.7% | -29.7% | +35.9% |
| All | +50.0% | +91.4% | -41.4% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling